Choate Investment Advisors Utilities Sector Spdr Transaction History

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024

A detailed history of Choate Investment Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Choate Investment Advisors holds 24,120 shares of XLU stock, worth $1.87 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,120
Previous 26,800 10.0%
Holding current value
$1.87 Million
Previous $2.16 Million 15.67%
% of portfolio
0.04%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$74.89 - $82.93 $200,705 - $222,252
-2,680 Reduced 10.0%
24,120 $1.83 Million
Q3 2024

Nov 13, 2024
SELL
$67.67 - $80.78 $13,534 - $16,156
-200 Reduced 0.74%
26,800 $2.16 Million
Q2 2024

Aug 08, 2024
SELL
$62.77 - $72.87 $103,570 - $120,235
-1,650 Reduced 5.76%
27,000 $1.84 Million
Q1 2024

May 07, 2024
BUY
$59.95 - $65.65 $1.72 Million - $1.88 Million
28,650 New
28,650 $1.88 Million
Q3 2020

Oct 26, 2020
BUY
$56.7 - $61.49 $11,340 - $12,298
200 New
200 $12,000

Others Institutions Holding XLU

# of Institutions
1,546
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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